Home Depot Q2 preview shows lower visits, earnings due Tuesday

Earnings are set to hit the tape on Tuesday, and options markets are already drawing the battle lines on how far these stocks could swing once results and guidance land, according to Pro.

The marquee name on this -selected list is Home Depot, but the biggest implied move is saved for the final section as the countdown runs from the calmest setup to the most volatile.

9.

Home Depot | Mkt Cap: $337B | Implied Move: 4.34% Home Depot, Inc. (NYSE: HD ) reports second quarter of 2026 results before the opening bell.

Wall Street is looking for $4.73 in earnings per share on $47.34 billion in revenue, compared with $4.68 on $45.28 billion a year ago.

Pro data show options are pricing in a 4.34% move, the smallest implied swing in this nine-stock watchlist — but it still represents $14.6 billion of market value at stake given Home Depot’s $337 billion market cap.

Home Depot remains a key read-through on big-ticket home improvement demand, with a footprint of 2,361 warehouse-format stores and a massive online assortment layered on top.

The stock carries a Buy consensus rating; the stock is trading below the 180-day average analyst price forecast.

In August, RBC Capital and Wells Fargo reiterated their ratings and raised their price forecasts.

Home Depot has pulled back in 2026, down 2.0% year-to-date and trading 2.6% below the 200-day moving average.

The shares sit about 21% below the 52-week high of $426.75.

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Toll Brothers, Inc. | Mkt Cap: $14B | Implied Move: 5.29% Toll Brothers, Inc. (NYSE: TOL ) reports third quarter of 2026 results after the closing bell.

Consensus estimates call for $2.92 in EPS on $2.61 billion in revenue, versus $3.73 on $2.95 billion in the prior-year quarter.

Options traders are implying a 5.29% move around the print, according to Pro, putting about $735 million of market value in play for the $13.9 billion luxury homebuilder.

Toll Brothers operates in more than 60 markets across 24 states, catering to move-up, active-adult and second-home buyers — a customer mix that can make orders and margins especially sensitive to shifts in financing conditions and buyer confidence.

The stock carries a Buy consensus rating; the share price sits below the 180-day average analyst price forecast.

In July, Citigroup upgraded the stock to Buy and raised its price forecast, while Barclays reiterated an Underweight rating and also raised its price forecast.

Shares have rallied in 2026, up 9.4% year-to-date, and they trade 3.5% above the 200-day moving average even after the 50-day moving average crossed below the 200-day in May.

7.

Jack Henry & Associates | Mkt Cap: $11B | Implied Move: 5.56% Jack Henry & Associates (NASDAQ: JKHY ) reports fourth quarter of 2026 results after the closing bell.

The Street is modeling $1.44 in EPS on $631.05 million in revenue, compared with $1.75 on $615.37 million a year earlier.

Pro shows the options market is pricing a 5.56% move, or roughly $621 million of market cap at stake for the $11.2 billion provider of core processing and payments-related technology to banks and credit unions.

Jack Henry & Associates sits at the intersection of financial services spending and mission-critical software, where investors often focus on recurring revenue durability and the pace of new product adoption.

The stock carries a Buy consensus rating; the 180-day average analyst price forecast is above where the stock trades.

In August, Stephens & Co. maintained an Overweight rating, and in July, Barclays initiated coverage with an Overweight rating.

The stock has pulled back in 2026, down 14.0% year-to-date and trading 3.8% below the 200-day moving average.

The shares sit about 21% below the 52-week high of $193.39.

6.

Keysight Technologies, Inc. | Mkt Cap: $62B | Implied Move: 9.01% Keysight Technologies, Inc. (NYSE: KEYS ) reports third quarter of 2026 results after the closing bell.

Analysts expect $2.42 in EPS on $1.75 billion in revenue, up from $1.72 on $1.35 billion in the year-ago quarter.

According to Pro, options are implying a 9.01% move, which is a meaningful swing for a $61.8 billion company — about $5.57 billion of market value at stake.

Keysight Technologies sells test-and-measurement gear that helps electronics makers bring products to market and meet industry standards, so the quarter can serve as a pulse check on demand across communications, industrial and other end markets.

The stock carries a Buy consensus rating; shares trade below the 180-day average analyst price forecast.

In July, Morgan Stanley upgraded the stock to Overweight and raised its price forecast.

Shares have rallied in 2026, up 73.2% year-to-date and trading 30.4% above the 200-day moving average.